Institutional Ownership Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE). We have compiled data on the 2,162 institutions that hold shares in the stock, with a total of 451 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7,065
shares
|
$603,209
0.15% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
7,058
shares
|
$602,612
0.11% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,047
shares
|
$601,672
0.29% of portfolio
|
Q1 2023
Added 126.74%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
7,044
shares
|
$601,416
0.08% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
7,040
shares
|
$601,075
0.02% of portfolio
|
Q1 2025
Reduced 98.82%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
7,039
shares
|
$600,989
0.06% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
7,021
shares
|
$599,452
0.01% of portfolio
|
Q1 2025
Added 32.52%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
7,002
shares
|
$597,830
0.08% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
6,998
shares
|
$597,489
0.03% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
6,997
shares
|
$597,403
0.2% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
6,989
shares
|
$596,720
0.22% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
6,975
shares
|
$595,525
0.07% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
6,969
shares
|
$595,013
0.03% of portfolio
|
Q1 2025
Added 16.69%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
6,969
shares
|
$595,013
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
6,965
shares
|
$594,671
0.51% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
6,950
shares
|
$593,391
0.59% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,943
shares
|
$592,793
0.28% of portfolio
|
Q3 2023
Added 9.17%
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
6,907
shares
|
$589,719
0.43% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
6,900
shares
|
$589,122
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,895
shares
|
$588,695
0.05% of portfolio
|
Q3 2022
Added 124.59%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,842
shares
|
$584,169
0.02% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
6,841
shares
|
$584,084
0.14% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
6,839
shares
|
$583,913
0.38% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,832
shares
|
$583,316
0.05% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
6,828
shares
|
$582,974
0.46% of portfolio
|
Q1 2025
Added 0.66%
|